INSIGHTS

Goldman Sachs Significantly Lowers Global AI Server Shipment Forecasts, Downgrades Target Prices for Supply Chain Stocks

Stability of Major Asset Prices Should Be Considered in China Monetary Policy, Says Top Government Economist

UBS Addresses Top 10 A-share Concerns for Global Investors, Sees Catch-Up This Year

Cloud Upstream Sees Signs of Price Hikes, Computing Power Enters New Upward Cycle, Analysts Say

China’s Steel Stocks Rise for Four Consecutive Weeks, Analysts Optimistic on Valuation Growth

Hong Kong Stock Pullback Continues, Hang Seng Index Loses 24,000 Mark. What’s Next?

China’s Data Center Power Demand Set to Double by 2035 Amid AI Wave

Chinese A-Shares’ Premium Over H-Shares Hit Five-Year Low, Presents Opportunity to Allocate A-Shares of Dual-listed Companies

Goldman Sachs Predicts Over 70,000 LEO Satellites to Launch Globally in Five Years, 53,000 to Come From China

Major Chinese Property Developers’ Net Profits Slump 77% in 2024, Profit Margin Shrinks to Only 1.1%

Chinese Private Funds’ Stock Position Increases Further to Hit Highest This Year

Pop Mart Hits New Record High Ahead of Earnings Results, BofA, Morgan Stanley, Goldman Sachs Remain Bullish

Midea’s Entry into Humanoid Robot Sector Expected, Midea Can Leverage Supply Chain Resources – UBS

BYD’s “God’s Eye” Poses Challenge to Tesla in China’s Autonomous Driving Race – Barclays

Global Institutional Investors’ Interest in Chinese Assets Surges, Start Increasing Exposure – BofA Survey